Page Comparison

Timeline

• Phase 1 (Sierra - Harvesting, Clustering, Full Circulation, LOCATE DCB)

  • Update 1 - 09/1113-09/15

  • Update 2 - 09/1820-09/22

  • Update 3 - 09.25 27 - 09.29

  • Update 4 - 10.09 /11 - 10./13

• Phase 2 (Polaris - Harvesting, Clustering, Full Circulation FOLIO- Harvesting)

  • Update 1 - 10/2325-10/27

  • Update 2 - 1011/3001-11/03

  • Quiet Period Update 3 - 11/06 08-11/1110

  • Update 3 4 - 11/15-11/18

  • Update 5 - 12/01-1112/1703

• Quiet Period

  • No Updates planned updates - 1112/20 06 - 01/05

  • Buffer, Catch up testing, Bug fixes, FOLIO ECS (Partial)

• Phase 3 (FOLIO - Full Circulation, Multi platform, Administrative features)

  • Update 1 - 1/8 - 1/19

  • Update 2 - 1/29 - 2/2

  • Update 3 - 02/05 - 2/16 (Internal)

• Phase 4 (Onboarding & Admin App)

  • Update 1 - 02/26 - 03/01

  • Update 2 - 03/04 - 03/29

• Dress Rehearsal

  • Feb 26 2024 - Mar 27 2024

• Go Live

  • May 22 2024

Testing Phases

• Phase 1 (Sierra - Harvesting, Clustering, Full Circulation)

  • Assumptions

    • Patron cancellation of request will either happen in Sierra or WebPAC

    • At least 2 Sierra systems will be Borrowing, Lending and Pickup

  • Anchor
    P1U1 P1U1

    Update 1 - 09/11-09/15

    • Scope

      • Sierra instance harvesting to DCB shared index

      • Sierra instance records clustered and populate the DCB shared index

      • Scaffolding application needed only for clustering confirmation

      • The UAT plan + reporting + confirmation from customers

    • Environment - Scaffolding, DCB, Sierra

  • Anchor
    P1U2 P1U2

    Update 2 - 09/18-09/22

    • Scope

      • Search and Instance Detail Display in Locate DCB

  • Anchor
    P1U3 P1U3

    Update 3 - 09.25 - 10.06

    • Scope

      • Instance Details with Holdings

      • RTAC Transformation in Locate DCB

      • Faceting (Publisher, Subject)

      • Sorting

  • Anchor
    P1U4 P1U4

    Update 4 - 10.09 - 10.13

    • Scope

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - Sierra, Borrowing - Sierra)

      • Faceting (Format)

      • Sorting

      • Request Cancellation by Patron

• Phase 2 (Polaris - Harvesting, Clustering, Full Circulation, FOLIO- Harvesting, Sierra - Full Circulation, LOCATE DCB)

  • Assumptions

    • Polaris will be Borrowing, Lending and Pickup

    • Patron cancellation of request will either happen in Polaris or PowerPAC

  • Anchor
    P2U1 P2U1

    Update 1 - 10/235-10/27

    • Scope

      • Sierra, Polaris & FOLIO instance harvesting and suppression to DCB shared index

      • Sierra, Polaris & FOLIO instance records clustered and populate the DCB shared index

      • Scaffolding application needed only for clustering confirmationThe UAT plan + reporting + confirmation from customers

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - Sierra, Borrowing - Sierra)

      • Sierra request cancellation by patron

    • Environment - Scaffolding, DCB, Polaris

  • Anchor
    P2U2 P2U2

    Update 2 - 1011/301-11/03

    • Scope (LOCATE DCB)

      • Search and Instance Detail Display in Locate DCB

      • Instance Details with Holdings

      • results redux

      • Detailed holdings

        • Instance detailed display

        • Holdings

      • Faceting (Format)

      • Sorting of author

      • Other changes and fixes

        • Publication date on detailed display

        • Removal of availability from search results

        • Removal of “Place a hold” option from search results

        • [to add the remainder from PM Review filter]

  • Anchor
    P2U3 P2U3

    Update 3 - 11/0608-11/10

    • Retesting update

  • Anchor
    P2U4 P2U4

    Update 4 - 11/13-11/18

    • Scope (Polaris)

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - Polaris, Borrowing - Polaris)

      • Request Cancellation by Patron

  • Anchor
    P2U5 P2U5

    Update 3 - 12/01-12/03

    • Scope (Polaris and Sierra)

    • Full circulation lifecycle between Sierra and Polaris

    • Request Cancellation by Patron between Sierra and Polaris

    • Retesting

• Phase 3 (FOLIO - Full Circulation, Multi platform, Administrative features)

  • Assumptions

    • FOLIO will be Borrowing, Lending and Pickup

    • Patron cancellation of request will either happen in FOLIO or Locate Locate

  • Anchor
    P3U1 P3U1

    Update 1 - 1/8 - 1/19

    • Scope

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - FOLIO, Borrowing - FOLIO)

      • Request Cancellation by Patron

      • Multiple platform

      • My Bookshelf - Local Locate

  • Anchor
    P3U2 P3U2

    Update 2 - 1/29 - 2/2

    • Scope

      • Item selection algorithm (shortest distance)

      • Verify patron eligibility

      • Volume level request

      • Pickup anywhere support

      • Request workflow exceptions

  • Anchor
    P3U3 P3U3

    Update 3 - 02/05 - 2/16 (Internal)

    • DCB Performance Testing. Includes Ingestion, Search & Circulation

• Phase 4 (Onboarding & Admin App)

  • Anchor
    P4U1 P4U1

    Update 1 (All of these require development work) - 02/26 - 03/01

    • Configurable options for MCO administrators

    • Onboarding utilities for MCO

    • System monitoring tools; DCB health dashboard

    • Circulation exception reports (Admin App)

    • Shared index matching

  • Anchor
    P4U2 P4U2

    Update 2 - 03/04 - 03/29

    • System operational instructions

    • Add collections to Shared Index from individual sites

    • Onboarding guidance for libraries

    • Documentation for MCO/EBSCO support

    • Implement sites (configuration and verification)

Task Schedule

Date

Task

Owner

09.05

Update DCB Infrastructure

FSE Platform

09.05

Documented test plan for Beta Phase 1 (Update 1 and Update2) and will be sent out to all stakeholders(internal and MOBIUS) for a review

Tim

09.06

Connect Scaffolding app to FSE’s DCB Infrastructure

FSE Platform, Ian

09.06

Complete Regression Testing

All

09.07

Go/No Go (Phase I Update 1)

All

09.08

Setup Locate Cluster in the Beta environment

Vijay

09.08

Pickup location

• Jira Ticket TBD

Authentication

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-229

Place Request (Lending - Sierra, Borrowing - Sierra)

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-228

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-100

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-99

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-153

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-148

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-185

• Need to find the ticket for the actual endpoint that locate is supposed to call

Holdings Information for Full Record Display

• Jira Legacy
  server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-273

K-Int

09.11

• • • )

Tim, MCO

09.11 - 10.06

Integrate Patron auth and Place Request Flow

Instance detail with holdings

Dreamliner

09.11 - 10.06

Development for Polaris (Harvesting, Clustering, Full Circulation) -

Development for FOLIO (Harvesting) -

K-Int

Passthrough development US1107611

Dreamliner

Setup Local Locate for the Beta Environment - Rally ticket TBD

Dreamliner

Item selection algorithm (shortest distance) - Jira Ticket TBD

K-Int

Verify patron eligibility - Jira Ticket TBD

K-Int

Volume Level Request (K-Int) - Jira Ticket TBD

Volume Level Request (Dreamliner) - F73042

Pickup anywhere Support - Jira Ticket TBD

System monitoring tools; DCB health dashboard - Jira Ticket TBD

Circulation exception reports (Admin App) - Jira Ticket TBD

Shared index matching - Jira Ticket TBD

Internal Performance Testing

All

Configurable options for MCO administrators - Jira Ticket TBD

Onboarding utilities for MCO - Jira Ticket TBD

Request workflow exceptions - Jira Ticket TBD

02/16

Ready for Dress Rehearsal

02/26 - 03/27

Dress Rehearsal

04/22

TLC Data load

04/22

Cataloging Freeze

04/29

Final DCB shared index Ingest

Final FOLIO Catalog Indexing

Final Locate Catalog Indexing

Questions